Senior Client Specialist - Memphis, TN

Only for registered members Memphis, TN, United States

1 month ago

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Job summary

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients.

Responsibilities

  • Open new accounts and ensure complete, accurate documentation is obtained from clients
  • Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements

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